AI “Pioneer” Klarna paddles back on AI use for customer service
Highly recommended: Conversation between Nikolai Tengen and legendary investor Chris Hohn (TCI)
Wintergems has 3 new positions. I do like the Vintage year/Cohort approach a lot.
The “Wonder Stock” Substack has a great write-up on UK smallcap Kitwave
Arranging portfolio companies like players on a football tactic screen is a very nice idea
Robin’s Substack on Misitano & Stracuzzi, a potential “Mini Robertet” from Sicilly
Behind the Balance Sheet with (among other stuff) a deep dive into the catastrophic Walgreen & Boots take-over
